Documents: Uploading

Patient profiles have a section for the viewing and uploading of documents and records. Some of the things you can find are assessment copies, medical records, drivers license copies and DocuSign records.

Document Management

Welkin’s document management enables care teams to create and store supporting documents required for patients in their care program. The Designer tool allows customization of document types which allows customers to capture the important information about the document along with the document files. File types supported are .pdf, .png and .jpg. 

To upload a new document: 

  • Click “create document” and choose appropriate document type
  • Each document type built by your organization will have associated fields to enter data from the document when you complete the upload
  • Click upload file
  • Choose file
  • Complete required fields within the system
  • Click “create”
  • Document added to the list for review